[Xero Users] Adding CNW Electrical as a Supplier

To add CNW Electrical as a supplier in Xero, please follow these steps:

1: Click the plus sign in the top-right corner, and the click contacts from the drop-down menu, then follow the pictures below:

Then, you will need to create a 'test' purchase bill first in order for Xero to automatically categorise CNW Electrical as a Supplier. To do this:

1) Click Accounts --> Purchases

2) Click 'New'

3) Add CNW Electrical in 'From', then click Save.

Once that is done, log in to your Link4 account (click on the login button on the top right side). You will then see a page that allows you to easily connect to CNW Electrical:

Click on the "Synchronize Contacts" button to update your contacts in Link4, then select the CNW Electrical entry you just created, then select an default account for the Invoice:

Then click "Submit" and you will be connected to CNW Electrical and receive their invoices directly into your Xero.

If you need any additional assistance with this please feel free to get in contact with our Customer Success team at [email protected] or by clicking the live chat in the bottom right-hand corner of your screen.